Advanced Materials: The Next Frontier for Commodity Investors

Our society today thrives on technological breakthroughs; whether its smarter sensors or more efficient semiconductors, we are constantly seeking out ways to improve our everyday lives. When we think about the basic materials market, resources like timber, steel, and copper generally come to mind first; however, what is often overlooked is the development of new materials and the important roles they play in both encouraging and facilitating the very same technological breakthroughs that our society depends on [for more commodity futures news and analysis subscribe to our free newsletter].

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Gold and Silver Miners Rebound in 2014

Last year, investors witnessed several corners of the commodity market falter. One of the hardest hit sectors, however, was metals and mining; both the commodity and its producers suffered tremendous losses in 2013. The popular SPDR Gold Trust (GLD) saw outflows of more than $23 billion last year, causing its assets under management to sink by more than 40%. Other metal funds, as well as individual mining companies, had similarly dismal performances [for more gold and silver news and analysis subscribe to our free newsletter].

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Where the Keystone XL Pipeline Goes from Here

Last week saw a major breakthrough for the Keystone XL Pipeline, as an analysis determined that the project would not have a significant impact on Canadian oil sands. By virtue, many are taking that statement as indirectly suggesting that the project would not have a major environmental impact as well. The potential environmental backlash has long stood in the way of this project’s completion, as many feel that the State Department has still failed to take into account the potential impact [for more commodity news and analysis subscribe to our free newsletter].

Posted in Commodity Producers, Energy, Natural Gas, WTI | 1 Comment

Commodity Earnings on Tap: Energy All Around (BP, CMI, MRO)

As we enter the latter part of earnings season, investors have already gotten a taste of how the final three months of 2013 fared for the Street. Thus far, it seems that there have been more earnings misses or disappointing guidance given than major wins or rosy outlooks. This week will keep energy firms in the spotlight with a few key European-based firms reporting, as well as one major agribusiness entity [for more commodity news and analysis subscribe to our free newsletter]:

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Commodity Earnings on Tap: Big Week for Oil (COP, PSX, XOM)

As earnings season kicks into full gear, all eyes turn to the reports of some of the world’s most powerful commodity firms to comment on the asset class as a whole. This week sees the heat turned up on the energy space, as some of the biggest players in the world of oil are on deck, as well as a few other companies sprinkled in throughout the week [for more commodity news and analysis subscribe to our free newsletter]:

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7 Commodity Producers That Are Dividend Aristocrats

Though the commodity space has faced significant headwinds over the past year, there have been certain corners of the market that have proven to be worthwhile investments. One such segment has been commodity producer equities – some of which have benefited from the bull run seen in 2013. But for those investors who are still looking for more bang for their buck, we turn to an elite group dubbed the “Dividend Aristocrats.” This select group of companies have increased their annual dividends every year for at least the past 25 years, giving yield-hungry investors a steady stream of current income [for more on commodity dividends subscribe to our free newsletter].

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Commodity Earnings on Tap: SLB, HAL, FCX

With Alcoa (AA) kicking off earnings season last week, investors will spend the next little while combing through quarterly statements from their favorite commodity firms. Alcoa reported a fourth quarter net loss of $2.3 billion and missed analysts’ EPS estimates. Agribusiness giant Monsanto Company (MON), however, managed to beat the Street’s estimates, posting an 8.6% increase in quarterly profits [for more commodity news and analysis subscribe to our free newsletter].

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Monsanto Q1 Earnings Are In: Profits Climb

In the agribusiness space, Monsanto Company (MON) is one of the largest and most popular companies in the industry. It currently is the world’s leading producer of the herbicide glyphosate and the second biggest producer of genetically engineered seeds. And with a market cap of over $61 billion, investors pay close attention to this bellwether, closely following the company’s news and key earnings report [for more agricultural news and analysis subscribe to our free newsletter].

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Berkshire’s Latest Acquisition: Another Big Oil Bet

Commonly referred to as the Oracle of Omaha, Warren Buffett is one of the world’s most famous investors, heralded for his simple yet effective valuation methods. So when the legendary investor makes a big bet, most are willing to follow in hopes of cashing in on Buffett’s guru-like instincts. Buffett’s latest bet involves a $1.4 billion arbitrage on Phillips 66 (PSX) [for more commodity futures news and analysis subscribe to our free newsletter].

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The 5 Worst Commodity Stocks of 2013

With 2013 drawing to a close, we’re taking a moment to reflect on the biggest moves seen by commodity investors over the past year on Wall Street. Last week, we profiled the best performing commodity stocks of the year; this list was largely dominated by U.S. oil & gas companies as the domestic energy boom took root in 2013. While some commodity producers managed to rake in stellar triple-digit gains, most fell on the other end of the performance spectrum and struggled to rally amid 2013′s bull market [for more commodity news and analysis subscribe to our free newsletter]. Sluggish growth prospects in China coupled with uncertainty surrounding the timing and magnitude of the Fed taper at home have served, and remain, as two key headwinds for commodity investors looking ahead to 2014.

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